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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-11-03 |
| ND | RA | APPROVED | 2022-09-27 |
| SD | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 05/2001 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
05/2001-Present: 50 to 60 hrs/wk General Agent for Knights of Columbus Insurance. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members for Life Insurance, Fixed Guarenteed Annuities, Long Term Care Insurance and Disibility Income Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-29 |
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